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Will Oracle Ditch Licenses?

Oracle may have a cure for the guessing game that ensues every time the company reports its quarterly license revenue: Switch the business model.

At a recent conference, Oracle CEO Larry Ellison stoked speculation that the company is looking toward becoming a software subscription business. Ellison said at the Feb. 8 Credit Suisse Software Conference that licensing revenue "was an interesting number" but that "by far, our most profitable business is existing subscribers that renew their subscriptions every year."

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